A detailed history of Novak & Powell Financial Services, Inc. transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 4,920 shares of FXH stock, worth $538,444. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,920
Previous 5,383 8.6%
Holding current value
$538,444
Previous $563 Million 2.18%
% of portfolio
0.32%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$103.09 - $113.83 $47,730 - $52,703
-463 Reduced 8.6%
4,920 $550 Million
Q1 2024

May 15, 2024

SELL
$102.38 - $109.59 $10,238 - $10,959
-100 Reduced 1.82%
5,383 $590 Million
Q4 2023

Feb 21, 2024

BUY
$90.04 - $103.89 $493,689 - $569,628
5,483 New
5,483 $568 Million

Others Institutions Holding FXH

About FIRST TR EXCHANGE TRD FD HEALT


  • Ticker FXH
  • Sector ETFs
  • Industry ETFs
More about FXH
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.